Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Merrill Lynch Financial Advisor Susan Cassell: Comprehensive Financial Solutions in Lexington, KY

Nestled in the heart of Lexington, KY, Merrill Lynch Financial Advisor Susan Cassell provides personalized financial consulting and planning services to help clients navigate life's financial challenges effectively. With a focus on open communication and family engagement, Susan Cassell strives to empower her clients to make informed decisions about their wealth.

Main Services

• Financial Consulting: Susan Cassell offers expert guidance on investments, portfolio management, and retirement planning, tailored to each client's unique financial goals and risk tolerance.
• Financial Planning: She provides comprehensive financial plans that encompass various aspects such as budgeting, saving, investing, tax planning, and estate planning, ensuring clients are well-equipped to achieve their long-term financial objectives.
• Educational Workshops: To foster financial literacy within families, Susan Cassell facilitates workshops designed to educate the younger generation about wealth management and investment strategies.

Location and Access

Merrill Lynch Financial Advisor Susan Cassell is conveniently located at 300 W Vine St, Lexington, KY 40507, United States, in the downtown area of Lexington, offering easy access to a variety of amenities and attractions. The establishment is situated near several public transportation options, including:

• LexTran bus services, with the nearest stop being Vine St & Main St, just a short walk away.
• The Lexington Transit Center, offering intercity and interstate bus services, is about a 10-minute drive from the office.

Parking is available nearby, with the nearest public parking garage being the CentrePointe Garage, located at 398 W Main St. The garage offers wheelchair-accessible parking spaces and elevator access to street level.

Featured Characteristics

Merrill Lynch Financial Advisor Susan Cassell stands out for several distinctive features:

• Wheelchair Accessibility: The establishment is committed to ensuring all clients can access its services comfortably, offering wheelchair-accessible entrances, parking, and restrooms.
• appointments Recommended: To provide clients with undivided attention and personalized service, Susan Cassell recommends scheduling appointments in advance.
• Financial Education: By offering educational workshops, Susan Cassell demonstrates her dedication to promoting financial literacy among her clients and their families.

Practical Information

To get in touch with Merrill Lynch Financial Advisor Susan Cassell, clients can call 859-231-5217 or visit her website at advisor.ml.com. The establishment's business hours are typically Monday through Friday, 9:00 AM to 5:00 PM, but it is recommended to confirm the hours by contacting the office directly.

The primary payment methods accepted by Merrill Lynch Financial Advisor Susan Cassell are cash, checks, and major credit cards. However, clients are advised to confirm accepted payment methods with the establishment directly.

Customer Reviews

As a relatively new establishment, Merrill Lynch Financial Advisor Susan Cassell currently has 0 reviews on Google My Business. Despite the lack of online reviews, Susan Cassell's commitment to open communication, personalized service, and financial education is a testament to the quality of her financial consulting and planning services.